Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymous.
My crystal ball is cloudy when
it comes to predicting the future. So, rather
than speculate can you give us some insight
into your investing criteria?
...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi anonymous.
Congrat's on being 55. This
is a great achievement. We get this one quite
often.
Certainly, we can dive into this.
How much more do you need ...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi anonymous,
A self-directed IRA has the
same rules as a traditional IRA. If you are a
licensed real estate agent or are you eligible
for a management fee? You can...
Q&A
Asked by Gbrown9014
Two questions. First, it will depend on the
"rider" that you have. Some are baked in and
do not come off. Others may be added on for a
period of time and then drop off...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymous
Here is the link:
https://www.ssa.gov/retire/estimator.html
L
et us know any additional questions.
It's
not what you make; It's what you keep that...
Q&A
Asked by Michael
B
Answered by Bob
#1 work with a financial advisor, but
certainly not at a bank.
#2 roll the portion
of your funds you don't want to use into a
Qualifying Longevity Annuity Contract (...
Q&A
Asked by reedta2010
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi reedta2010,
To close an account, the
best way is to contact the brokerage directly
and file the appropriate paperwork.
Now, what
to do with any funds remaining ...
Q&A
Asked by Carol
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Carol Hosenfeld,
There are a multitude
of great firms and great strategies for your
retirement funds. Rather than debate the pros
and cons of TIAA-CREF's variou...
Q&A
Asked by Gregory
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Gregory,
For tax purposes, there are
only 3 ways to legally avoid paying taxes
1)
Bury the asset with you upon your death
2)
Give the asset to someone else (fr...
Q&A
Asked by Michael
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
The law is that you must take RMD at age 70
1/2. You should get a statement from your
broker, and based on 12-31 balances of the
prior year, the amount you must withdraw.
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